Kirtland Financial Management, Inc. (KFM) is an independent investment adviser located in Coral Gables, Florida. They offer a range of services including investment management, retirement planning, estate planning, philanthropic planning, risk management, and second opinions. KFM is registered with the SEC and complies with all necessary regulations, providing clients with personalized advice and guidance to help them achieve their financial goals.
KFM operates in partnership with Raymond James Financial Services, Inc., a reputable securities firm. They offer access to a client web portal and provide aggregated performance reporting. With a team of experienced professionals, KFM focuses on managing wealth and building long-lasting relationships with their clients, ensuring that their investment strategies align with individual needs and objectives.
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